---
title: "Starting a New Transaction"
slug: "starting-a-new-transaction"
updated: 2026-07-29T16:40:05Z
published: 2026-08-11T10:59:52Z
canonical: "help.idibilling.com/starting-a-new-transaction"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Starting a New Transaction

You can do this either directly in the Orders web module or in Customer Care. The type of transactions you can start in Customer Care will depend on whether starting block functionality is enabled in that application. In the Orders web module you start a new transaction via the main menu (Apps tray). The button image depends on whether or not you're set up for starting blocks (**>START** with blocks enabled or **+NEW** when not enabled).

**Show Picture**

![UG template for Help](https://support.idibilling.com/webhelp/orders/userguide/26.1/content/en/85191.png)

**Starting Blocks Enabled**:

![UG template for Help](https://support.idibilling.com/webhelp/orders/userguide/26.1/content/en/88535.png)

When you're set up for starting blocks, clicking **Start** displays a dialog for selecting a starting block. This form lists any existing starting blocks (default and custom) configured for availability by date range and location (Orders web module or Account- and/or Service-level in Customer Care). You can browse through the list using the forward (**>**) and backward (**<**) buttons or enter a string to search on.

**Show Picture**

![UG template for Help](https://support.idibilling.com/webhelp/orders/userguide/26.1/content/en/88248.png)

In Customer Care, the mechanics for starting a new order depends on whether starting blocks is enabled for Customer Care.

- With Starting Blocks Enabled in Customer Care

In Customer Care a Start Transaction button is provided on an Account page (all views) in the upper right next to the icon bar. This button is intended to display starting blocks configured to be available for account-level transactions in Customer Care. This may include orders for new services and features.

A Start Transaction button is also displayed on the Services and Features page in the right-hand Service Views panel when you select a service in the left-hand panel. This button is intended to display starting blocks configured to be available for service-level transactions in Customer Care.
- With Starting Blocks Not Enabled in Care

In this case you can initiate an order to modify a selected service (e.g. Hotline, restore, disconnect, etc..) via the **Actions** drop-down menu on the Services and Features page.

In either case, clicking this button displays the form for selecting a starting block. Once you select a starting block, the Orders web module opens in a new tab and the transaction proceeds based on the selected block.

Starting a transaction in Customer Care opens the Orders web module to the New ***Transaction*** page in a separate tab with the customer auto-selected.

#### Next Steps

In either case, initiating a new transaction lands you on the New ***Transaction*** page where you enter basic information including customer and order type.

> [!NOTE]
> **Note**
> 
> If starting blocks are enabled, the labeling on this page will depending on whether you start the transaction as a, order, cart/sale or direct invoice. See [Entering Basic Information](/v1/docs/entering-basic-information).